| Revenue growth | 6.3% YoY growth in Q1FY27. |
|---|---|
| Margins | EBITDA margin contracted to 15.3% from 16.5% YoY. |
| Order book | Aggregate order value of ~₹3,673 Cr for new projects. |
| Demand visibility | Strong for Solar Grade DHF; long-term agreements signed through FY29. |
| Management confidence | High, supported by successful QIP and debt-free status. |
Growth
Revenue reached ₹187.2 Cr; however, PAT declined 13.4% YoY to ₹16.8 Cr due to higher sulphur prices.
Outlook
₹390 Cr HFC-32 project (20,000 MTPA) on track for Q3FY27 commissioning with ₹649 Cr/annum revenue potential.
Risks
Elevated sulphur and fuel costs; demand disruptions from West Asia geopolitical tensions affecting the value chain.
Last quarter's promises, checked
Delivered
- Solar Grade DHF capacity → 20,000 MTPA (= DELIVERED)
- Revenue growth (FY21-26) → 37% CAGR (= DELIVERED)
- HF plant utilization → 95% (= DELIVERED)
Partly delivered
- HFC-32 project (INR 405 Cr) → INR 390 Cr revised capex (= PARTIAL)
Missed
- EBITDA margin 15-18% → 15.3% (= MISS/LOWER END)
- PAT growth → -13.4% YoY (= MISS)
Investor Presentation filed with BSE, NSE: TANFACIND. Summary written with AI assistance from the document.
Tanfac Industries Ltd: key numbers
- Share price
- ₹3,168.50
- Market cap
- ₹6,321 Cr
- Revenue (annual)
- ₹711.1 Cr
- Net profit (annual)
- ₹70.14 Cr
- P/E (TTM)
- 93.5×Sector 36.8×
- Promoter holding
- 48.73%-3.08% QoQ
- FII holding
- 1.53%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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